Filed May 30, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $18,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,917 | $70,083+55.4% | $59,887+81.9% | $55,725+95.5% |
| Participation rate | 96.0% | 78.4%+17.6pp | 74.7%+21.3pp | 70.9%+25.1pp |
| Annual return | 9.46% | 3.13%+6.3pp | 3.46%+6.0pp | 244.93%-235.5pp |
| Employer contribution / active EE | $3,280 | $2,878+13.9% | $2,722+20.5% | $2,078+57.8% |
| Participant deferral / active EE | $4,698 | $3,079+52.6% | $3,402+38.1% | $3,356+40.0% |
| Admin fee / account holder | $35 | $70-50.4% | $3,591-99.0% | $115-69.7% |